+977.6%
VRT vs AZO
+85.8%
+891.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | -8.4% | -3.6% | -4.8% | -7.6% |
| 30D | -10.9% | -5.6% | -5.3% | -9.8% |
| 3M | -13.7% | -6.6% | -7.0% | -13.1% |
| 6M | -4.1% | -22.5% | +18.4% | +1.8% |
| YTD | +58.7% | -15.2% | +73.9% | +64.0% |
| 1Y | +89.6% | -33.9% | +123.6% | +110.5% |
| 3Y | +558.1% | +11.8% | +546.3% | +463.4% |
| All | +977.6% | +85.8% | +891.8% | +574.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling